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October, 2015  // Posts published in October, 2015

Zillow’s Stronghold on Market Continues

Research Question: Are real estate agents spending more or less of their ad budgets with Zillow/Trulia, and will they partner with these syndication sites if MLS feeds are cut off? Companies: FB, NWS/NWSA, TRLA, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings As in previous Blueshift Research reports, including our most […]

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Mail.ru Making Steady Improvement Since May, MyTarget on Target

Research Question: Are the new ad products on Mail.ru’s MyTarget platform allowing the company to increase its share of advertisers’ budgets despite the decline of its legacy banner advertising? Companies: MLRYY, BABA, FB, GOOG, TWTR, YHOO, YNDX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings All seven repeat sources at […]

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Gulf of Mexico Rig Demand, Rates Soft for 2016 Based on Low Oil Price

Research Question: How will the low oil price environment affect offshore rig demand and rates in the Gulf of Mexico during 2016? Companies: DO, ESV, HEROQ, RDC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Offshore rig demand is expected to be flat to down in 2016 year to year, […]

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Men’s Wearhouse Idea Proposal

Men’s Wearhouse Idea Proposal

Research Question: Will the ending of Jos. A. Bank’s aggressive promotions and its focus on a younger demographic revitalize the brand? Report Available: Nov. 20. 2015   Blueshift’s initial research shows MW finally pulling the plug on Jos. A. Bank’s aggressive promotional strategies and attempting to inject life into the chain with a new line of […]

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Blockbuster Sales Not in Store for Depomed’s Nucynta

Research Question: Will Depomed’s Nucynta and Nucynta ER achieve blockbuster status as the company takes on OxyContin among acute pain patients and Lyrica and Cymbalta in neuropathic pain patients? Companies: DEPO, HZNP, JNJ, LLY, PFE, TSE:ENL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Depomed Inc.’s (DEPO) Nucynta and Nucynta […]

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Houghton Mifflin Harcourt Idea Proposal

Houghton Mifflin Harcourt Idea Proposal

Research Question: Will Houghton Mifflin Harcourt increase its market share as school and government spending on K-12 educational content increases? Report Available: Nov. 12, 2015   Blueshift’s initial research shows K-12 educational curriculum spending trending higher. HMHC leads the K-12 space in market share and has developed some school district-friendly strategies. However several educators are wary […]

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Boot Barn Feeling Negative Effects of Oil and Gas Production Slowdown

Research Question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Companies: AMZN, BRK-A/BRK-B, BOOT, BURL, CAB, IACI, JCP, M, RCKY, ROST, TJX, TSCO, WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Boot Barn Holdings, Inc. is feeling the negative effects of the […]

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Oct 22 2015 Retail, Services

Dollar Tree Can Rescue Family Dollar with Effective Execution, But It Will Take Time

Research Question: Can Dollar Tree turn Family Dollar around? Companies: DG, DLTR, TGT, TSE:DOL, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Blueshift Research’s interviews with 17 dollar store suppliers, employees, distributors and industry specialists revealed positive perceptions of the initial changes from Dollar Tree’s (DLTR) acquisition of Family […]

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Dave & Buster’s Idea Proposal

Dave & Buster’s Idea Proposal

Research Question: Will Dave and Buster’s store remodels and heightened promotional strategies continue to drive higher-than-anticipated growth? Report Available: Nov. 19, 2015   Blueshift’s initial research shows PLAY in the midst of a remarkable growth run that may not stop until the company reaches a 200 store count objective. But its recent quarter’s growth figures were so […]

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Caesarstone’s Strong Growth Is Secure As Quartz Countertops Remain on Trend

Research Question: Will Caesarstone’s strong U.S. growth rate be threatened by quartz countertop competitors and other trending countertop options? Companies: CSTE, DD, HD, LOW, KRX:000880, KRX:108670 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Caesarstone Sdot-Yam Ltd.’s (CSTE) quartz countertops will continue to benefit from the overall growing use of […]

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